vs
Cooper Companies (The)（COO）与朗美通（LITE）财务数据对比。点击上方公司名可切换其他公司
Cooper Companies (The)的季度营收约是朗美通的1.6倍（$1.1B vs $665.5M），朗美通净利率更高（11.8% vs 7.9%，领先3.8%），朗美通同比增速更快（65.5% vs 4.6%），Cooper Companies (The)自由现金流更多（$149.9M vs $43.1M），过去两年朗美通的营收复合增速更高（34.8% vs 6.9%）
CooperCompanies是总部位于美国加利福尼亚州圣拉蒙的全球医疗设备企业，旗下设有两大业务单元：主营隐形眼镜生产的库博光学，以及面向女性健康市场提供医疗设备、生育及基因组相关产品的库博外科。
朗美通控股（Lumentum Holdings Inc.）是全球知名光电产品供应商，前身为美国捷迪讯（JDSU）旗下光电器件及激光业务板块，2015年8月随捷迪讯分拆独立运营，总部位于美国加利福尼亚州米尔皮塔斯，主营光通信网络设备、激光器、定制光学解决方案等多元产品。
COO vs LITE — 直观对比
营收规模更大
COO
是对方的1.6倍
$665.5M
营收增速更快
LITE
高出60.9%
4.6%
净利率更高
LITE
高出3.8%
7.9%
自由现金流更多
COO
多$106.8M
$43.1M
两年增速更快
LITE
近两年复合增速
6.9%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $665.5M |
| 净利润 | $84.6M | $78.2M |
| 毛利率 | 61.1% | 36.1% |
| 营业利润率 | 13.2% | 9.7% |
| 净利率 | 7.9% | 11.8% |
| 营收同比 | 4.6% | 65.5% |
| 净利润同比 | -28.0% | 228.4% |
| 每股收益（稀释后） | $0.42 | $0.89 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收COOLITE
| Q4 25 | $1.1B | $665.5M | ||
| Q3 25 | $1.1B | $533.8M | ||
| Q2 25 | $1.0B | $480.7M | ||
| Q1 25 | $964.7M | $425.2M | ||
| Q4 24 | $1.0B | $402.2M | ||
| Q3 24 | $1.0B | $336.9M | ||
| Q2 24 | $942.6M | $308.3M | ||
| Q1 24 | $931.6M | $366.5M |
净利润COOLITE
| Q4 25 | $84.6M | $78.2M | ||
| Q3 25 | $98.3M | $4.2M | ||
| Q2 25 | $87.7M | $213.3M | ||
| Q1 25 | $104.3M | $-44.1M | ||
| Q4 24 | $117.5M | $-60.9M | ||
| Q3 24 | $104.7M | $-82.4M | ||
| Q2 24 | $88.9M | $-252.5M | ||
| Q1 24 | $81.2M | $-127.0M |
毛利率COOLITE
| Q4 25 | 61.1% | 36.1% | ||
| Q3 25 | 65.3% | 34.0% | ||
| Q2 25 | 67.8% | 33.3% | ||
| Q1 25 | 68.4% | 28.8% | ||
| Q4 24 | 66.5% | 24.8% | ||
| Q3 24 | 66.1% | 23.1% | ||
| Q2 24 | 67.0% | 16.6% | ||
| Q1 24 | 67.0% | 16.2% |
营业利润率COOLITE
| Q4 25 | 13.2% | 9.7% | ||
| Q3 25 | 16.6% | 1.3% | ||
| Q2 25 | 18.4% | -1.7% | ||
| Q1 25 | 18.9% | -8.9% | ||
| Q4 24 | 19.5% | -12.8% | ||
| Q3 24 | 19.2% | -24.5% | ||
| Q2 24 | 17.2% | -43.3% | ||
| Q1 24 | 16.4% | -31.3% |
净利率COOLITE
| Q4 25 | 7.9% | 11.8% | ||
| Q3 25 | 9.3% | 0.8% | ||
| Q2 25 | 8.7% | 44.4% | ||
| Q1 25 | 10.8% | -10.4% | ||
| Q4 24 | 11.5% | -15.1% | ||
| Q3 24 | 10.4% | -24.5% | ||
| Q2 24 | 9.4% | -81.9% | ||
| Q1 24 | 8.7% | -34.7% |
每股收益（稀释后）COOLITE
| Q4 25 | $0.42 | $0.89 | ||
| Q3 25 | $0.49 | $0.05 | ||
| Q2 25 | $0.44 | $3.10 | ||
| Q1 25 | $0.52 | $-0.64 | ||
| Q4 24 | $0.59 | $-0.88 | ||
| Q3 24 | $0.52 | $-1.21 | ||
| Q2 24 | $0.44 | $-3.75 | ||
| Q1 24 | $0.41 | $-1.88 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $110.6M | $1.2B |
| 总债务越低越好 | $2.5B | — |
| 股东权益账面价值 | $8.2B | $846.6M |
| 总资产 | $12.4B | $4.8B |
| 负债/权益比越低杠杆越低 | 0.30× | — |
8季度趋势，按日历期对齐
现金及短期投资COOLITE
| Q4 25 | $110.6M | $1.2B | ||
| Q3 25 | $124.9M | $1.1B | ||
| Q2 25 | $116.2M | $877.1M | ||
| Q1 25 | $100.9M | $866.7M | ||
| Q4 24 | $107.6M | $896.7M | ||
| Q3 24 | $109.7M | $916.1M | ||
| Q2 24 | $112.4M | $887.0M | ||
| Q1 24 | $135.2M | $870.9M |
总债务COOLITE
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.5B | — | ||
| Q1 25 | $2.5B | — | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | $2.7B | — | ||
| Q1 24 | $2.7B | — |
股东权益COOLITE
| Q4 25 | $8.2B | $846.6M | ||
| Q3 25 | $8.4B | $780.8M | ||
| Q2 25 | $8.3B | $1.1B | ||
| Q1 25 | $8.1B | $879.5M | ||
| Q4 24 | $8.1B | $872.3M | ||
| Q3 24 | $7.9B | $895.9M | ||
| Q2 24 | $7.8B | $957.3M | ||
| Q1 24 | $7.7B | $1.2B |
总资产COOLITE
| Q4 25 | $12.4B | $4.8B | ||
| Q3 25 | $12.4B | $4.6B | ||
| Q2 25 | $12.4B | $4.2B | ||
| Q1 25 | $12.2B | $4.0B | ||
| Q4 24 | $12.3B | $4.0B | ||
| Q3 24 | $12.1B | $4.0B | ||
| Q2 24 | $12.0B | $3.9B | ||
| Q1 24 | $12.0B | $4.2B |
负债/权益比COOLITE
| Q4 25 | 0.30× | — | ||
| Q3 25 | 0.29× | — | ||
| Q2 25 | 0.30× | — | ||
| Q1 25 | 0.31× | — | ||
| Q4 24 | 0.32× | — | ||
| Q3 24 | 0.33× | — | ||
| Q2 24 | 0.34× | — | ||
| Q1 24 | 0.35× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $247.9M | $126.7M |
| 自由现金流经营现金流 - 资本支出 | $149.9M | $43.1M |
| 自由现金流率自由现金流/营收 | 14.1% | 6.5% |
| 资本支出强度资本支出/营收 | 9.2% | 12.6% |
| 现金转化率经营现金流/净利润 | 2.93× | 1.62× |
| 过去12个月自由现金流最近4个季度 | $433.7M | $-29.5M |
8季度趋势，按日历期对齐
经营现金流COOLITE
| Q4 25 | $247.9M | $126.7M | ||
| Q3 25 | $261.4M | $57.9M | ||
| Q2 25 | $96.2M | $64.0M | ||
| Q1 25 | $190.6M | $-1.6M | ||
| Q4 24 | $268.1M | $24.3M | ||
| Q3 24 | $207.5M | $39.6M | ||
| Q2 24 | $111.0M | $35.5M | ||
| Q1 24 | $122.7M | $-7.0M |
自由现金流COOLITE
| Q4 25 | $149.9M | $43.1M | ||
| Q3 25 | $164.5M | $-18.3M | ||
| Q2 25 | $18.1M | $10.1M | ||
| Q1 25 | $101.2M | $-64.4M | ||
| Q4 24 | $128.1M | $-15.9M | ||
| Q3 24 | $118.5M | $-34.5M | ||
| Q2 24 | $36.9M | $10.9M | ||
| Q1 24 | $4.6M | $-26.6M |
自由现金流率COOLITE
| Q4 25 | 14.1% | 6.5% | ||
| Q3 25 | 15.5% | -3.4% | ||
| Q2 25 | 1.8% | 2.1% | ||
| Q1 25 | 10.5% | -15.1% | ||
| Q4 24 | 12.6% | -4.0% | ||
| Q3 24 | 11.8% | -10.2% | ||
| Q2 24 | 3.9% | 3.5% | ||
| Q1 24 | 0.5% | -7.3% |
资本支出强度COOLITE
| Q4 25 | 9.2% | 12.6% | ||
| Q3 25 | 9.1% | 14.3% | ||
| Q2 25 | 7.8% | 11.2% | ||
| Q1 25 | 9.3% | 14.8% | ||
| Q4 24 | 13.7% | 10.0% | ||
| Q3 24 | 8.9% | 22.0% | ||
| Q2 24 | 7.9% | 8.0% | ||
| Q1 24 | 12.7% | 5.3% |
现金转化率COOLITE
| Q4 25 | 2.93× | 1.62× | ||
| Q3 25 | 2.66× | 13.79× | ||
| Q2 25 | 1.10× | 0.30× | ||
| Q1 25 | 1.83× | — | ||
| Q4 24 | 2.28× | — | ||
| Q3 24 | 1.98× | — | ||
| Q2 24 | 1.25× | — | ||
| Q1 24 | 1.51× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
COO
| Sphere Other | $365.0M | 34% |
| Toric And Multifocal | $344.7M | 32% |
| Office And Surgical | $214.5M | 20% |
| Fertility | $140.9M | 13% |
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
